Shikiar Asset Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
1,690
| – | – | 0.07% | 70 |
|
|
2025
Q1 | $288K | Hold |
1,690
| – | – | 0.09% | 67 |
|
|
2024
Q4 | $283K | Hold |
1,690
| – | – | 0.08% | 69 |
|
|
2024
Q3 | $293K | Sell |
1,690
-184
| -10% | -$31.9K | 0.08% | 67 |
|
|
2024
Q2 | $309K | Buy |
1,874
+184
| +11% | +$30.3K | 0.08% | 57 |
|
|
2024
Q1 | $274K | Hold |
1,690
| – | – | 0.08% | 63 |
|
|
2023
Q4 | $248K | Hold |
1,690
| – | – | 0.08% | 66 |
|
|
2023
Q3 | $247K | Hold |
1,690
| – | – | 0.09% | 69 |
|
|
2023
Q2 | $256K | Hold |
1,690
| – | – | 0.08% | 67 |
|
|
2023
Q1 | $251K | Buy |
+1,690
| New | +$251K | 0.09% | 67 |
|
|
2022
Q3 | $264K | Buy |
2,090
+65
| +3% | +$8.21K | 0.11% | 71 |
|
|
2022
Q2 | $291K | Hold |
2,025
| – | – | 0.11% | 75 |
|
|
2022
Q1 | $309K | Hold |
2,025
| – | – | 0.09% | 79 |
|
|
2021
Q4 | $331K | Hold |
2,025
| – | – | 0.08% | 79 |
|
|
2021
Q3 | $283K | Hold |
2,025
| – | – | 0.08% | 87 |
|
|
2021
Q2 | $273K | Hold |
2,025
| – | – | 0.08% | 84 |
|
|
2021
Q1 | $274K | Sell |
2,025
-150
| -7% | -$20.3K | 0.09% | 77 |
|
|
2020
Q4 | $303K | Sell |
2,175
-1,175
| -35% | -$164K | 0.11% | 68 |
|
|
2020
Q3 | $466K | Buy |
3,350
+536
| +19% | +$74.6K | 0.18% | 56 |
|
|
2020
Q2 | $336K | Buy |
2,814
+789
| +39% | +$94.2K | 0.15% | 64 |
|
|
2020
Q1 | $223K | Buy |
2,025
+325
| +19% | +$35.8K | 0.15% | 73 |
|
|
2019
Q4 | $212K | Buy |
+1,700
| New | +$212K | 0.07% | 88 |
|
|
2016
Q3 | – | Sell |
-2,831
| Closed | -$240K | – | 113 |
|
|
2016
Q2 | $240K | Sell |
2,831
-149
| -5% | -$12.6K | 0.11% | 96 |
|
|
2016
Q1 | $245K | Buy |
+2,980
| New | +$245K | 0.11% | 98 |
|